2026-03-30T19:43:58+00:00 2025-05-31 440160260 Forvis Mazars LLP PO Box 3667 Little Rock AR 722033667 990 2024-06-01 860296211 SUN LIFE FAMILY HEALTH CENTER INC SUNL 5208363446 PO BOX 10097 CASE GRANDE AZ 85130 JESSICA COVEY CFO 5208363446 2026-03-31 true true Amber Sherrill P00748683 5013721040 2026-03-31 2024 2025-03-06 01:10:19Z EDDIE ESTRADA PO BOX 10097 CASE GRANDE AZ 85130 71658147 false X SUNLIFEHEALTH.ORG X 1976 AZ SUN LIFE FAMILY HEALTH CENTER DELIVERS AFFORDABLE, ACCESSIBLE & HIGH-QUALITY HEALTH SERVICES, WELLNESS AND EDUCATION TO ALL PEOPLE. 9 9 707 9 0 9944775 7593237 66984221 63224937 2755 48110 176982 140054 77108733 71006338 0 0 0 0 39673265 43293905 0 0 0 32235281 38169250 71908546 81463155 5200187 -10456817 65637361 74607090 21382678 40651478 44254683 33955612 X SUN LIFE FAMILY HEALTH CENTER DELIVERS AFFORDABLE, ACCESSIBLE AND HIGH-QUALITY HEALTH SERVICES, WELLNESS AND EDUCATION TO ALL PEOPLE. false false 44525159 0 32311679 Sun Life Health has been serving rural Arizona since 1976. Serving nearly 50,000 patients annually in 14 locations throughout Maricopa and Pinal Counties, Sun Life Health offers comprehensive primary care services that include diagnosis, treatment and follow up care to address chronic health care conditions. Primary care services delivered to the target population focuses on improving health outcomes to address high rates for cancers, cardiovascular disease, diabetes, obesity and asthma. Sun Life Health serves patients throughout the life cycle (from birth to end of life). Our Pediatric office offers wellness checks, immunizations as well as education and preventive health services to the patient population age 18 and younger. Sun Life Health also operates OB/GYN services in four locations located in Casa Grande, Chandler, Mesa and Maricopa. Services provided at the OB/GYN offices include health education, ultrasound, Women's Wellness Exams, Pap tests, family planning services, pregnancy tests, breast exams as well as prenatal care, and labor and delivery. These services address health disparities related to newborn and maternal health in the communities we serve. Offering mammography services in Casa Grande to increase patient accessibility for early cancer detection. As the only Ryan White Part A primary care service provider in Pinal County, Sun Life Health also provides medical services that focus on managing the complex health care needs of individuals who have HIV/AIDS and aid in the prevention of HIV by offering HIV PrEP services. 20815368 0 26687583 Sun Life Health offers pharmacy services at eight locations. Access to these services are available at our full-service community pharmacies located in Casa Grande Family Practice, Casa Grande Ob/Gyn, Eloy, Florence, Maricopa, Mesa, Oracle and San Manuel. Sun Life Health participates in a program called 340b which helps provide affordable medications to those who need it most. Sun Life Health also operates a team of Clinical Pharmacists deeply rooted within the care team to assist high-risk patients with much needed medication management and disease education to improve overall health. 6809822 0 3788153 SUN LIFE HEALTH OFFERS A ROBUST ORAL HEALTH PROGRAM, INCLUDING COMPREHENSIVE GENERAL DENTISTRY, PEDIATRIC DENTISTRY AND ORTHODONTICS WITHIN OUR CASA GRANDE LOCATION. DENTAL SERVICES AVAILABLE AT THIS LOCATION INCLUDE ORAL HEALTH SCREENING, EDUCATION, RESTORATIVE TREATMENT, FILLINGS, EXTRACTIONS, BRIDGES, DENTURES AND ORTHODONTICS. SUN LIFE HEALTH OFFERS A COMMUNITY DENTAL PROGRAM IN PARTNERSHIP WITH THE ARIZONA DEPARTMENT OF HEALTH THAT IMBEDS DENTAL HYGIENISTS IN THE SCHOOLS TO PROVIDE FREE SEALANTS AND FLUORIDE VARNISHES IN PINAL COUNTY, AS WELL AS, AT OUR PEDIATRIC OFFICE TO ENCOURAGE ESTABLISHING A DENTAL HOME WITHIN THE PEDIATRIC WELL-CHILD CHECK. SUN LIFE HEALTH IS PROUD TO HAVE A PEDIATRIC DENTAL RESIDENCY PROGRAM IN PARTNERSHIP WITH NYU LANGONE, INCREASING ACCESS TO PEDIATRIC DENTAL PROVIDERS WITHIN PINAL COUNTY. RECENTLY IMPLEMENTED A DENTAL ASSISTANT TRAINING PROGRAM, SUN LIFE HEALTH IS COMMITTED TO EDUCATING AND GROWING THE FUTURE OF DENTAL PROVIDERS IN ARIZONA. 984806 0 437522 Sun Life Health offers an integrated behavioral health program, which provides much needed interventions with a behavioralist to assist patients with counseling and coaching to address their behavioral habits that lead to their poor health outcomes. Our team of Integrated Behavioral health consultants work collaboratively with physicians to counsel and educate patients about modifying behaviors that contribute to poor health outcomes and/or worsen their chronic conditions. Our integrated behavioral health team help people live healthier lives by offering Medication Assisted Therapies, Tobacco Cessation, Weight- Loss , Alternative Pain Management, and many other health education programs. 984806 437522 73135155 true true false false false false false false false false true false false true true false true false false false false false false false false false false false false true false false false false false false false false false false true false false false false false false false false false true 88 0 true 707 true false false false false false false false false false false false false X 9 9 false false false false false false false true true false false false true true true true true true true true true true X Jessica Covey 5208363446 PO BOX 10097 CASE GRANDE AZ 85130 ELLIE BROWN SECRETARY 1.0 0.0 X X 0 0 0 RONA CURPHY TREASURER 1.0 0.0 X X 0 0 0 SHIRLEY KELLY CHAIR 1.0 0.0 X X 0 0 0 CLINTON NORMORE DIRECTOR 1.0 0.0 X 0 0 0 GORDON NEDOM DIRECTOR 1.0 0.0 X 0 0 0 JOHN HERNANDEZ DIRECTOR 1.0 0.0 X 0 0 0 MARIE ROYBAL DIRECTOR 1.0 0.0 X 0 0 0 MARILYN COOPER-LUNT DIRECTOR 1.0 0.0 X 0 0 0 TIM SARNOWSKI DIRECTOR 1.0 0.0 X 0 0 0 EDDIE ESTRADA MD CEO 40.0 0.0 X 519054 0 31523 JESSICA COVEY CFO 40.0 0.0 X 258809 0 34225 JONATHAN WILLMS CMO 40.0 0.0 X 443560 0 39976 MICHELOV RHAU COO 40.0 0.0 X 224015 0 13045 DANIELLE HERRIED Physician 40.0 0.0 X 342062 0 19292 LOGAN WALTER Physician 40.0 0.0 X 436081 0 45017 PAVEL PETKOV Physician 40.0 0.0 X 423535 0 21054 SUSAN STEIN Physician 40.0 0.0 X 373836 0 21921 TAKISH ZIAD Pediatric Dentist 40.0 0.0 X 364463 0 43305 3385415 0 269358 93 false true false HAYDON COMPANIES 4640 E COTTON GIN LOOP PHOENIX AZ 85040 CONSTRUCTION CONTRACTOR 2923844 CORONIS HEALTH LLC 5963 EXCHANGE DR STE 114 SYKESVILLE MD 21784 REVENUE MANAGEMENT SOLUTIONS 766172 NEXCORE HEALTHCARE DEVELOPMENT LLC 1550 MARKET STREET STE 200 DENVER CO 80202 REAL ESTATE DEVELOPER 749975 RAZBERRY LLC 1301 N PINAL AVE CASA GRANDE AZ 85122 JANITORIAL SERVICES 510008 MEDICUS IT LLC 100 N POINT CENTER EAST 150 ALPHARETTA GA 30022 IT SOLUTIONS 458677 12 0 0 0 0 7430121 163116 1157073 7593237 PATIENT REVENUE 621400 31191051 31191051 0 0 PHARMACY REVENUE 621400 26687583 26687583 0 0 OTHER PROGRAM SERVICE REVENUE 621400 5346303 5346303 0 0 0 0 0 0 63224937 30426 0 0 30426 0 0 0 0 0 0 0 0 1680 0 0 0 1680 0 1680 0 0 1680 0 669493 0 651809 0 17684 17684 0 0 17684 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CASH BACK 900099 54012 0 0 54012 PURCHASE DISCOUNTS 900099 48966 0 0 48966 PRECEPTOR FEES 900099 25414 0 0 25414 9982 0 0 9982 138374 71006338 63224937 0 188164 0 0 0 0 0 0 0 0 1500084 673117 826967 0 0 0 0 0 34322560 31774957 2547603 0 1605741 1390231 215510 0 3377845 3040879 336966 0 2487675 2243142 244533 0 0 0 0 0 101924 0 101924 0 87113 0 87113 0 0 0 0 0 0 0 0 0 0 0 6087386 4411111 1676275 0 297826 297826 0 0 1135683 607519 528164 0 457396 395267 62129 0 0 0 0 0 5096866 4544456 552410 0 252751 128268 124483 0 0 0 0 0 121268 116538 4730 0 244789 234023 10766 0 0 0 0 0 1678087 1355291 322796 0 209809 18009 191800 0 SUPPLIES 19436305 19436003 302 0 EQUIPMENT 2458297 2114236 344061 0 RECRUITMENT 182444 131501 50943 0 DUES, SUBS, LICENSES & FEES 172257 116836 55421 0 149049 105945 43104 0 81463155 73135155 8328000 0 10157272 4911616 108141 2671582 305808 410214 13808587 6693407 0 0 0 0 0 0 2741768 2605009 591295 460929 57708073 13948568 24990252 43759505 1495876 0 1079908 1209293 673460 1574136 20402 0 9664592 10311399 65637361 74607090 4015184 5296186 0 0 12707 227359 0 0 0 0 0 0 6146125 24837325 0 0 11208662 10290608 21382678 40651478 X 42263788 31128579 1990895 2827033 0 0 0 0 0 0 44254683 33955612 65637361 74607090 -10456817 157746 0 0 0 0 X false true true true true X 895068 12177525 11551307 9944775 7593237 42161912 0 0 0 0 0 0 0 0 0 0 0 0 895068 12177525 11551307 9944775 7593237 42161912 0 42161912 17583 4288 394 1768 32106 56139 0 0 0 0 0 0 470145 149996 116542 175702 138374 1050759 43268810 285188075 0.97442 0.95981 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - ALL OTHER REVENUE, COLUMN A - 273499.0, COLUMN B - 149996.0, COLUMN C - 116542.0, COLUMN D - 15281.0, COLUMN E - 9982.0, COLUMN F - 565300.0; DESCRIPTION - 457 PLAN GAIN/LOSS, COLUMN A - 196646.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 196646.0; DESCRIPTION - PURCHASE DISCOUNTS, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 34066.0, COLUMN E - 48966.0, COLUMN F - 83032.0; DESCRIPTION - PRECEPTOR FEES, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 56749.0, COLUMN E - 25414.0, COLUMN F - 82163.0; DESCRIPTION - CASH BACK, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 69606.0, COLUMN E - 54012.0, COLUMN F - 123618.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 5920658 5920658 0 15108577 6478114 8630463 0 3702208 1298580 2403628 0 7462797 4989003 2473794 0 25513833 1182871 24330962 43759505 SECURITY DEPOSITS 195669 ROU ASSET 8037518 DUE FROM THIRD PARTY PAYORS 50000 ASSETS HELD FOR SALE 184437 DEFERRED COMPENSATION PLAN ASSETS 1843775 10311399 Federal Income Taxes PENSION LIABILITIES 1597603 LEASE LIABILITY 8693005 10290608 71146400 157746 0 0 0 157746 70988654 0 17684 17684 71006338 81445471 0 0 0 0 0 81445471 0 17684 17684 81463155 Schedule D, Part X, Line 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL INCOME TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements GAIN ON SALE OF ASSETS - 17684 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements GAIN ON SALE OF ASSETS - 17684 X true true X X X X false true false true false true false false false EDDIE ESTRADA MD CEO 377374 0 45200 0 96480 0 13200 0 18323 0 550577 0 94500 0 JONATHAN WILLMS CMO 333160 0 110100 0 300 0 13200 0 26776 0 483536 0 0 0 JESSICA COVEY CFO 237587 0 20218 0 1004 0 10544 0 23681 0 293034 0 0 0 MICHELOV RHAU COO 223110 0 0 0 905 0 2600 0 10445 0 237060 0 0 0 LOGAN WALTER Physician 229740 0 206134 0 207 0 13200 0 31817 0 481098 0 0 0 PAVEL PETKOV Physician 253613 0 168855 0 1067 0 8587 0 12467 0 444589 0 0 0 SUSAN STEIN Physician 236764 0 136086 0 986 0 9352 0 12569 0 395757 0 0 0 TAKISH ZIAD Pediatric Dentist 358573 0 5200 0 690 0 13200 0 30105 0 407768 0 0 0 DANIELLE HERRIED Physician 245778 0 96064 0 220 0 7947 0 11345 0 361354 0 0 0 Schedule J, Part I, Line 1a Travel for companions ELLIE BROWN RECEIVED PAYMENT FOR COMPANION TRAVEL, WHICH WAS NOT TREATED AS TAXABLE COMPENSATION. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan DURING 2024, THE FOLLOWING DISTRIBUTIONS WERE MADE FROM THE 457(F) PLAN: EDDIE ESTRADA $94,500 JESSICA COVEY - $2,772 Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization PHYSICIANS RECEIVE BONUSES BASED ON PRODUCTIVITY, WHICH CLOSELY RELATES TO REVENUES. Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organization CONTRIBUTIONS INTO THE 457(F) PLAN ARE BASED ON MEETING SPECIFIED GOALS RELATED TO NET INCOME. 1 1157073 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Drugs and medical supplies - COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 984,806 including grants of $ 0)(Revenue $ 437,522) Sun Life Health offers an integrated behavioral health program, which provides much needed interventions with a behavioralist to assist patients with counseling and coaching to address their behavioral habits that lead to their poor health outcomes. Our team of Integrated Behavioral health consultants work collaboratively with physicians to counsel and educate patients about modifying behaviors that contribute to poor health outcomes and/or worsen their chronic conditions. Our integrated behavioral health team help people live healthier lives by offering Medication Assisted Therapies, Tobacco Cessation, Weight- Loss , Alternative Pain Management, and many other health education programs. Form 990, Part VI, Line 15 A&B HUMAN RESOURCES PARTICIPATES IN VARIOUS SALARY SURVEYS DURING THE YEAR AS NEEDED. IF PAY RANGES CHANGE, THE C-SUITE APROVES. INCREASES AND ANNUAL INCREASES ARE PRESENTED AS PART OF THE BUDGET PROCESS AND FINANCIAL REVIEW PROCESS BY THE BOARD. THIS PROCESS IS USED ACROSS THE BOARD WITH ALL EMPLOYEE CLASSES. THIS PROCESS LAST OCCURRED IN MID 2023 FOR ALL ROLES Form 990, Part VI, Line 11b Review of form 990 by governing body BEFORE IT IS FILED, THE FORM 990 IS REVIEWED BY THE ACCOUNTING MANAGER, STAFF ACCOUNTANT, AND DIRECTOR OF FINANCE. IT IS THEN PRESENTED TO THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS AT MONTHLY MEETINGS. Form 990, Part VI, Line 12c Conflict of interest policy ALL NEW EMPLOYEES ARE TOLD ABOUT THE CONFLICT OF INTEREST POLICY AT ORIENTATION. THEY RECEIVE THE POLICY AND SIGN A CONFLICT OF INTEREST ACKNOWLEDGEMENT FORM IF NEEDED. THE EMPLOYEE COMPLETES A DECLARATION OF INTEREST FORM AND TURNS IT INTO HUMAN RESOURCES. IN ADDITION, THE EMPLOYEE IS RESPONSIBLE FOR DISCLOSING ANY POTENTIAL CONFLICT OF INTEREST TO THE ORGANIZATION. IF A POTENTIAL CONFLICT ARISES, THE DEPARTMENT DIRECTOR IS RESPONSIBLE FOR ADDRESSING THE POTENTIAL CONFLICT WITH THE EMPLOYEE AND HAVING HIM/HER COMPLETE THE PROPER FORMS. IF THE CONFLICT WOULD VIOLATE THE POLICY, THE EMPLOYEE IS INFORMED THAT HE/SHE MUST REMEDY THE CONFLICT. THE BOARD OF DIRECTORS HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL BOARD MEMBERS AND COMMITTEE MEMBERS WITH BOARD-DELEGATED POWER. EACH INDIVIDUAL HAS AN OBLIGATION TO DISCLOSE THE EXISTENCE OF A FINANCIAL INTEREST THAT MAY BE A CONFLICT OF INTEREST, ALONG WITH THE MATERIAL FACTS AFTER THIS DISCUSSION. THE INDIVIDUAL ALSO LEAVES THE ROOM FOR ANY FURTHER DISCUSSION OF, AND VOTES RELATED TO, THE ISSUE. IF THE BOARD OR A COMMITTEE HAS REASON TO BELIEVE THAT AN INDIVIDUAL HAS FAILED TO DISCLOSE A CONFLICT OF INTEREST, THEY GIVE THE INDIVIDUAL THE OPPORTUNITY TO RESPOND. IF THE BOARD OR COMMITTEE DETERMINES THE INDIVIDUAL FAILED TO DISCLOSE A CONFLICT, THE BOARD OR COMMITTEE TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue ALL OTHER REVENUE - Total Revenue: 9982, Related or Exempt Function Revenue: 0, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 9982;